David White has been an investment adviser representative at Attleboro Wealth Management since April 2026, and is not listed among the firm’s executive officers or direct owners. David White holds a Bachelor of Science in Finance from Pennsylvania State University.
Attleboro Wealth Management LLC is a Yardley, PA firm with $129M under management, 142 clients and 5 advisers in one office, as of its May 2026 filing.
David White is a Financial Planner and Investment Committee Member at Attleboro Wealth Management. Before joining the firm, he spent five years at Fisher Investments as an Investment Counselor, working in portfolio management and long-term wealth building strategies. He also gained corporate finance experience during a tenure with a private equity-backed real estate company.
David White’s longest registration was 2 years at Fisher Investments (2022–2025). Before joining Attleboro Wealth Management in 2026, David White was registered through Fisher Investments.
- – present · under a yearYardley, PA · Adviser representative · Firm CRD 318056
- Fisher Investments– · 2 yearsPlano, TX · Adviser representative · Firm CRD 107342
Professional designations
Listed by Attleboro Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
David White is registered as an investment adviser representative in 3 states. Each was approved in April 2026.
- New JerseySince 29 April 2026
- PennsylvaniaSince 27 April 2026
- TexasSince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David John White
- CRD
- 7613239
- Firm
- Attleboro Wealth Management · CRD 318056
- Office
- 1051 LINDENHURST ROAD, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- attleborowealth.com
Where does David White work?
David White is an investment adviser representative registered through Attleboro Wealth Management LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is David White a financial advisor?
Yes. David White has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Attleboro Wealth Management since April 2026.
How many years of experience does David White have?
David White has 2 years in the financial industry, since November 2023, across 2 adviser firms.
What exams has David White passed?
David White passed the Series 65 in October 2022.
Where did David White work before Attleboro Wealth Management?
Before Attleboro Wealth Management, David White was registered through Fisher Investments, October 2022 to March 2025.
Where is David White based?
David White’s registered office is in Yardley, PA.
Is David White registered with FINRA?
No. David White has no current broker registration.
Is David White a CFA charterholder?
Attleboro Wealth Management lists David White with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify David White’s record?
Search CRD 7613239 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David White’s full registration record.
